-20.9%
SNDX vs VT
+253.1%
-274.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.1% |
| 7D | -33.6% | -0.1% | -33.4% | -33.8% |
| 30D | -44.1% | -3.1% | -41.1% | -42.3% |
| 3M | -53.4% | -3.5% | -49.9% | -51.7% |
| 6M | -55.8% | +0.5% | -56.3% | -56.4% |
| YTD | -54.8% | +10.8% | -65.6% | -60.5% |
| 1Y | -39.6% | +11.9% | -51.5% | -47.8% |
| 3Y | -30.0% | +73.0% | -102.9% | -63.2% |
| 5Y | -45.1% | +58.6% | -103.7% | -67.9% |
| 10Y | -7.4% | +219.2% | -226.6% | -74.0% |
| All | -20.9% | +253.1% | -274.0% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling